QFW
CRM icon

QTR Family Wealth’s Salesforce CRM Stock Holding History

QTR Family Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$286K Sell
1,670
-230
-12% -$47.7K 0.12% 205
2025
Q4 		$368K Buy
1,900
+24
+1% +$5.96K 0.16% 144
2025
Q3 		$445K Buy
1,876
+101
+6% +$25.5K 0.21% 101
2025
Q2 		$484K Buy
1,775
+812
+84% +$217K 0.3% 77
2025
Q1 		$258K Buy
+963
New +$300K 0.19% 131

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

QTR Family Wealth's CRM Position: Q1 2026 in Review

QTR Family Wealth reduced its Salesforce (CRM) stake by 12% in Q1 2026, selling an estimated $47.7K and leaving 1,670 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #205.

QTR Family Wealth first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $484K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • QTR Family Wealth held 1,670 shares of Salesforce worth $286K as of Q1 2026.
  • QTR Family Wealth sold 230 Salesforce shares in Q1 2026, an estimated $47.7K.
  • Salesforce made up 0.12% of QTR Family Wealth's portfolio in Q1 2026, its #205 holding.
  • QTR Family Wealth first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's Salesforce position peaked at $484K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.